West Branch Capital LLC: ACWX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Branch Capital LLC on ACWX, newest first. How the timeline and the estimate are built.
West Branch Capital LLC held 6,815 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 6,815 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $518,690.
13F-HR 0001738723-26-000003 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,815 sharesChange vs previous 13F +400 shares
0.12% of the 13F portfolio, value $466,624.
13F-HR 0001738723-26-000002 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,415 sharesChange vs previous 13F -170 shares
0.11% of the 13F portfolio, value $430,639.
13F-HR 0001738723-26-000001 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,585 sharesChange vs previous 13F +3,535 shares
0.11% of the 13F portfolio, value $428,091.
13F-HR 0001738723-25-000005 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,050 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $185,867.
13F-HR 0001738723-25-000003 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,050 sharesChange vs previous 13F +1,400 shares
0.06% of the 13F portfolio, value $169,123.
13F-HR 0001738723-25-000002 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,650 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $86,064.
13F-HR 0001738723-25-000001 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,650 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $94,413.
13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).